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  • Sponsored Projects Data Warehouse

    Training Manual

    Ninth Edition

    July 2012 Cornell University

  • Acknowledgments

    This version of the Brio Insight manual was compiled by Ann Hill and updated by Tom Loiacono, Dan Dwyer, and Elaine LaRocque. The Cornell-specific adaptations are the result of a collaboration of trainers from a variety of functional areas working as the Training Oversight Group. The first edition of this manual was designed for the rollout of Brio Insight to users of the Accounting Data Warehouse. That work was carried forward to the rollout of the Sponsored Projects Data Warehouse.

    Thanks are due to the following:

    Brio Technology, Inc. - for the core version of this manual, which will be used by other funcitonal areas rolling out Brio

    Tammy Custer, Tom Loiacono, Dan Dwyer, Elaine LaRocque, and Phil Robinson - for developing the Lab Exercises and providing other SponsDW-specific edits, as well as providing input into the design of the training.

    Judy Kany - for developing the Insight plug-in install instructionsOther members of the Training Oversight Group - for their input on content

    Please send comments or questions about the manual to Julia Leonard, Training & Documentation, Cornell Information Technologies, JSL76@cornell.edu; 5-8232.

  • Course Outline Training Manual Contents

    Sponsored Projects Data Warehouse Brio Insight Training

    In this course you will be introduced to Brio Insight and the data of the Sponsored Projects Data Warehouse. The online training manual is compiled from various sources and is designed to serve as a resource for you after class. All key concepts and instructions used in class are captured in the manual. Download the manual here: http://www.research.cornell.edu/RAIS/SponsDW/UserSupport/Sponsored_Brio_Manual.pdf Included in the manual:

    1. Helpful Stuff to Remember: A single page cheat-sheet

    2. Brio Insight Training Manual for Users of the Sponsored Projects Data Warehouse contains:

    Basic Brio concepts Sponsored Projects standard report descriptions User support information Lab exercises tailored to the Sponsored Projects context

    3. Sponsored Projects Data Warehouse Standard Report

    Libraries View a listing of the published reports available on the

    Brio portal.

  • Helpful Stuff to Remember Brio Portal Address: http://www.it.cornell.edu/services/hyperion/ Mailbox for SponsDW questions: osp_whs_feedback@cornell.edu Use Internet Explorer on Windows ONLY! (No Macs or Firefox) To connect to the portal: NetID + Kerberos (email) password To connect to the data warehouse: NetID + Oracle Password

    Opening a document in the portal opens a second browser window:

    Opening a locally saved document or once youve closed a locally saved document, how do you find it and open it again?

    1. Go to the Brio Portal (http://www.it.cornell.edu/services/hyperion/) 2. Log in to CUWebLogin (Kerberos login) 3. Resize your browser window so you can see your desktop a little bit 4. Find your saved document (e.g. MyReport.bqy), and drag-and-drop it into the browser window.

    Modifying results or reports:

    1. Results: a. Click on the R section on the left side (e.g. R Tech Reports Due) b. Remember that you need to click on the columns NOT the headers to make changes c. Drag-and-drop columns to move them around d. Right-click on columns to see options:

    i. Sorting ascending, descending ii. Number is for formatting numbers, dates, etc., just like in Excel iii. Local limits double-click on a column OR right-click and choose Limit to filter

    the results on columns iv. Remove columns v. Totals grand total adds up all quantitative values in a column and put the total

    at the bottom. Break totals let you get subtotals for groups you define (e.g. by PI) and then shows a grand total at the bottom.

    vi. Text wrap vii. Suppress Duplicates Hides adjacent duplicate values, only showing the first in

    the list. Makes it much easier on the eye. 2. Reports:

    a. All of part (d) above except local limits. b. Formatting font colors, sizes, graphics, fields

    http://www.it.cornell.edu/services/hyperion/mailto:osp_whs_feedback@cornell.eduhttp://www.it.cornell.edu/services/hyperion/

  • Graphics and Fields are found in the bottom left section:

    Displays your limits in your report Displays page x of y Displays the date/time the report was last run. Displays report name. Report name is set in left-hand sidebar. Double-click on it to change the name:

    c. Change column titles:

    Miscellaneous

    Double toolbar Opening previously saved documents in the Brio Portal results in double toolbars, that is, two FILE menus, two EDIT menus, etc. To resolve this:

    o In Internet Explorer: Use F11 key; or go to VIEWFULL SCREEN. Time-out Errors If you leave a window open a long time and receive an error upon returning to

    it, try closing and re-opening Brio in a new browser window. CLICK AND HOLD ALT+END TO STOP A RUNAWAY QUERY.

  • 1

    Contents

    Brio Insight Preface .................................................................................................................. 9Data Mart Access .............................................................................................................. 9Support .............................................................................................................................. 9Lessons ........................................................................................................................... 10Formatting Conventions .................................................................................................. 12

    Chapter 1 Introducing Brio Insight ......................................................................................... 13Lesson 1: Brio Client Overview .............................................................................................. 13

    Lesson Objectives ........................................................................................................... 13Plug-in ............................................................................................................................. 13Portal ............................................................................................................................... 13Brio Insight Architecture .................................................................................................. 14Brio Insight Functionality ................................................................................................. 15Hyperion-Brio Tools ......................................................................................................... 15Lesson 1 Summary ......................................................................................................... 16

    Lesson 2: Installing the Brio Insight Plug-in ........................................................................... 17Lesson Objectives ........................................................................................................... 17Begin the Plug-in Installation ........................................................................................... 17Opening Documents From the Hyperion-Brio Portal ....................................................... 20Lesson 2 Summary ......................................................................................................... 20

    Lesson 3: Navigating the Interface ......................................................................................... 21Lesson Objectives ........................................................................................................... 21Launching the Application ............................................................................................... 21Brio Insight Interface ....................................................................................................... 21Docking Bar ..................................................................................................................... 26Menus, Speed Menus, and Keyboard Commands .......................................................... 27Online Help ..................................................................................................................... 27Lesson 3 Summary ......................................................................................................... 27

    Chapter 2 Introduction to Sponsored Projects Standard Reports ....................................... 29Lesson 1: The Sponsored Projects Data Warehouse Folders ................................................ 29

    Lesson Objectives ........................................................................................................... 29The Research Admin Folder ........................................................................................... 29The Awards Proposal Folder ........................................................................................... 30

    Lesson 2: Sponsored Projects Data Warehouse Standard Reports ....................................... 31Lesson Objectives ........................................................................................................... 31About SponsDW Standard Reports ................................................................................. 31Processing Standard Reports ......................................................................................... 31Awards and Proposals Reports ....................................................................................... 32Code Lookup Listings Reports ...................